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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,482 | $111,814-50.4% | $103,374-46.3% | $145,959-62.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,278 | $4,214-45.9% | $3,869-41.1% | $4,661-51.1% |
| Participant deferral / active EE | $3,648 | $5,618-35.1% | $5,058-27.9% | $6,689-45.5% |
| Admin fee / account holder | $10,142 | $9,754+4.0% | $8,394+20.8% | $13,398-24.3% |